RE7Enterprise-Update

Transcription

1 7.85 Update Guide

2 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical, including photocopying, recording, storage in an information retrieval system, or otherwise, without the prior written permission of Blackbaud, Inc. The information in this manual has been carefully checked and is believed to be accurate. Blackbaud, Inc., assumes no responsibility for any inaccuracies, errors, or omissions in this manual. In no event will Blackbaud, Inc., be liable for direct, indirect, special, incidental, or consequential damages resulting from any defect or omission in this manual, even if advised of the possibility of damages. In the interest of continuing product development, Blackbaud, Inc., reserves the right to make improvements in this manual and the products it describes at any time, without notice or obligation. All Blackbaud product names appearing herein are trademarks or registered trademarks of Blackbaud, Inc. All other products and company names mentioned herein are trademarks of their respective holder. RE7Enterprise-Update

3 7.85 Update Guide UPDATE THE RAISER S EDGE Pre-Update Recommendations Installation Requirements Install the Update Post Update and Troubleshooting NEW FEATURES AND ENHANCEMENTS Compatibility Records Query and Export Reports Batch Administration Configuration INDEX

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5 What Is In This Guide? In the Update Guide, you learn about the enhancements in The Raiser s Edge and how to update your current installation to The Raiser s Edge You also learn about the following: Pre-Update Recommendations on page 3 Installation Requirements on page 24 Install the Update on page 31 Post Update and Troubleshooting on page 94 Install the Update from The Raiser s Edge 7.5 on page 69 New Features and Enhancements on page 101 How Do I Use These Guides? The Raiser s Edge user guides contain examples, scenarios, procedures, graphics, and conceptual information. To find help quickly and easily, you can access the Raiser s Edge documentation from several places. User Guides. To access PDF versions of the guides, select Help, User Guides from the shell menu bar or click Help on the Raiser s Edge bar in the program. You can also access the guides on our website at From the menu bar, select Support, User Guides. In a PDF, page numbers in the Table of Contents, Index, and all cross-references are hyperlinks. For example, click the page number by any heading or procedure on a Table of Contents page to go directly to that page. Help File. In addition to user guides, to learn about The Raiser s Edge, access the help file in the program. Select Help, The Raiser s Edge Help Topics from the shell menu bar or press F1 on your keyboard from anywhere in the program. To narrow your search in the help file, enclose your search in quotation marks on the Search tab. For example, instead of entering Load Defaults, enter Load Defaults. The help file searches for the complete phrase in quotes instead of individual words.

6 IV WELCOME Icons The following icons are used in the side margins to denote additional information such as notes, warnings, time-savers, or definitions. You can also use these margins to write your own notes. The notepad symbol designates a note or tip related to the information in the main text column. The traffic light indicates a cautionary note. Generally, we use this icon to point out a step that may have unwanted results. The clock symbol designates a shortcut or timesaving action. The dictionary symbol designates the definition of a frequently used term.

7 Update The Raiser s Edge Contents Pre-Update Recommendations System Recommendations Back Up Your Network Database Attach Database Wizard Migrate an ASA Database Work with Sample Data Installation Requirements Installation Requirements for a Standalone Machine Installation Requirements for a Server Installation Requirements for Oracle Prerequisites Installation NET Framework 2.0 Customizations & Product Compatibility SQL Server 2005 Requirements Required NTFS Rights Install the Update Install The Raiser s Edge 7.85 Update on a Standalone Machine Install The Raiser s Edge 7.85 Update on a Server Install The Raiser s Edge 7.85 Update for Oracle Install The Raiser s Edge 7.85 Update Using a Terminal or Citrix Server Install the RE:Anywhere for Remote Access Update Install the Update from The Raiser s Edge Post Update and Troubleshooting Unlock the Features in The Raiser s Edge Enterprise Post Update Checklist Troubleshooting Issues When You Update Your Server Migration Freezes On Dual Processor Machines Uninstallation Has Not Completed Read-Only Database Access Guide Not Current Procedures Back up your database from The Raiser s Edge 7.6 or higher Back up your database from The Raiser s Edge Attach a database

8 2 CHAPTER 1 Migrate an ASA database into SQL Server Use the Migrate Database Wizard Copy ASA database files to a new server Update The Raiser s Edge on a standalone computer Update The Raiser s Edge on a server Update The Raiser s Edge for Oracle Update your deployment package Update The Raiser s Edge using Terminal Services or Citrix when the server does not host the Blackbaud Management Console and database Update The Raiser s Edge using Terminal Services or Citrix when the Terminal server hosts the Blackbaud Management Console and database Manually update your software deployment kit Specify additional security settings for Oracle databases Set up RE:Anywhere for Remote Access to run under an NT account that has database permissions Update RE:Anywhere for Remote Access Set browser settings for RE: Anywhere for Remote Access Update from The Raiser s Edge 7.5 on a server Update from The Raiser s Edge 7.5 on each workstation Update from The Raiser s Edge 7.5 on a new server Update workstations from a new server Update from The Raiser s Edge 7.5 on a standalone machine Unlock The Raiser s Edge Enterprise features Shut down the Blackbaud Database Service Use the numproc boot.ini switch to use only one processor of a multi-processor machine

9 U PDATE THE RAISER S EDGE 3 This guide provides information and procedures about how to update your server and workstations to The Raiser s Edge We also provide instructions on to use the Blackbaud Management Console to attach and back up your databases and how to work with sample data. Additionally, the New Features and Enhancements chapter provides information about new features and functionality available in this version of The Raiser s Edge. Before you install the update, review the pre-update recommendations and installation requirements. Pre-Update Recommendations Before you update the The Raiser s Edge, we recommend you review the information in this section. To install The Raiser s Edge for the first time, see the Installation Guide. The Raiser's Edge includes support for several web services, including WealthPoint for The Raiser s Edge, PhoneFinder, and PeopleFinder. For more information about how to install and update web services, see the Web Services Installation and Set Up Guide. The Raiser s Edge integrates with Microsoft s MapPoint With MapPoint, you can generate maps and geographically locate constituents in your database. Your installation of The Raiser s Edge includes a single MapPoint user license. For more information about how to install MapPoint, see the Installation Guide. Before you update The Raiser s Edge, we recommend you familiarize yourself with the new features and enhancements available in version For more information on the new features available in The Raiser s Edge 7.85, see New Features and Enhancements on page 101. Review the System Recommendations on page 4. Review the Installation Requirements on page 24. Review the Prerequisites Installation on page 28. Review the.net Framework 2.0 Customizations and Product Compatibility on page 29. Review the SQL Server 2005 Requirements on page 30. Review the Required NTFS Rights on page 30. Before you update The Raiser s Edge, we strongly recommend you back up your database. For more information and instructions, see Back Up Your Network Database on page 4. If you update from The Raiser s Edge 7.5, review the Migrate an ASA Database on page 14. Learn about Work with Sample Data on page 23. If you integrate The Raiser s Edge with The Patron Edge, stop the integration SQL job before you create the pre-update backups of The Raiser s Edge. For more information, contact Patron Edge Support.

10 4 CHAPTER 1 System Recommendations Before you update The Raiser s Edge, we strongly recommend you familiarize yourself with system recommendations for The Raiser s Edge. Visit the Blackbaud website at to view the system recommendations. From the website, select Support, System Recommendations from the menu bar. Back Up Your Network Database This backup applies to SQL Sever users only. Oracle users, see the Oracle Installation and Database Administrator s Guide for backup information. When you back up your database, the Blackbaud Management Console copies your database to the hard drive of the server that runs the database. To ensure a secure backup strategy, we recommend you also create proper backups to removable media. Before you update The Raiser s Edge, we strongly recommend you back up your database with a proper tape backup system. If you do not have such a system in place, the Backup Database link available through the Blackbaud Management Console allows you to run a full or compressed backup of your database while users continue to work in the program. The full backup saves a complete copy of your database in a directory you specify. The compressed backup option copies your data files, compresses the copies into a single WinZip file, and deletes the copies. However, if your database contains a single file larger than 4GB, you cannot run the compressed backup. Back Up Your Database from The Raiser s Edge 7.6 or Higher Although this utility conveniently backs up your database while allowing users to continue to work in the program, we recommend you also create a proper tape backup of your data. Back up your database from The Raiser s Edge 7.6 or higher 1. Before you update The Raiser s Edge, from the main screen of the Blackbaud Management Console, select Backup in the Installed products tree view. On the right, the Backup History screen appears.

11 U PDATE THE RAISER S EDGE 5 2. In the Perform Backup frame, click Backup. The Backup Database screen appears. 3. In the Backup path field, select a location for the backup. To specify the location, click the ellipsis. 4. To have the Blackbaud Management Console zip the files after the backup, mark Compress files after backup. When you mark this checkbox, the Send data to Blackbaud checkbox is enabled. Unless directed to do so by Blackbaud Customer Support, do not mark Send data to Blackbaud. 5. To send a notification to a specified workstation when the backup is created, mark Net Send notification when backup is finished. You must enter the name of the workstation or user to receive the notification, if it differs from the default. 6. To generate a text file that details the backup process, mark Output File. In the Output File field, enter the location at which to save the output file. To map to the location, click the ellipsis. 7. To backup the database, click Backup. You return to the main screen of the Blackbaud Management Console. Do not mark Send data to Blackbaud unless directed to do so by Blackbaud Customer Support. Back Up Your Database from The Raiser s Edge 7.5 Although this utility conveniently backs up your database while allowing users to continue to work in the program, we recommend you also create a proper tape backup of your data.

12 6 CHAPTER 1 Back up your database from The Raiser s Edge Before you update The Raiser s Edge, click the Blackbaud Management Console shortcut on your desktop. The Blackbaud Management Console Welcome screen appears. 2. Click Administration. The Administration screen appears.

13 U PDATE THE RAISER S EDGE 7 3. Click Backup Database. The database backup wizard appears. Although the Blackbaud Management Console conveniently backs up your database while allowing your users to continue to work in the program, we recommend you also create proper backups to removable media. 4. In the Backup root directory field, enter the directory in which to save the backup. 5. Click Next. All databases available to back up appear. 6. Next to the database to back up, select the type of backup to run. It may take a few minutes before the program accepts your selection.

14 8 CHAPTER 1 If the backup fails, a message appears to warn you that one or multiple backups failed. To save a complete copy of your database in a directory you specify, select Full backup. To copy your data files, compress the copies into a single WinZip file, and delete the copies, select Compressed backup. If your database contains a single file larger than 4GB, you cannot run the compressed backup and the option is marked N/A. To not back up your database, select Do not backup. 7. Click Next. A screen appears to confirm the backup settings. 8. Click Finish. The program runs the backup. When the backup is complete, a confirmation screen appears.

15 U PDATE THE RAISER S EDGE 9 9. Click OK. You return to the Administration screen. 10. To return to the Blackbaud Management Console Welcome screen, click Return to main menu. You are ready to update The Raiser s Edge. Attach Database Wizard If you have an existing The Raiser s Edge 7.6 or higher database in SQL Server format, you can use the Blackbaud Management Console to attach the database to your computer. For example, if you update your database to The Raiser s Edge 7.85 and want to move the database to a different server, use this wizard to do so in a few simple steps.

16 10 CHAPTER 1 Attach a database 1. On the Getting Started screen, select Attach a database. The Attach Database Wizard appears. Even if you run a full version of SQL Server 2000 Standard or Enterprise, you must use the Blackbaud Management Console to attach databases to The Raiser s Edge. If you do not use the Blackbaud Management Console, you cannot access the databases from The Raiser s Edge. 2. From the Attach Database Wizard screen, click Next. The Select Server screen appears. To use The Raiser s Edge 7 server installed with the program, select Use the local Raiser s Edge database server and go to step 3.

17 U PDATE THE RAISER S EDGE 11 To use a separate installed instance of Microsoft SQL Server, select Select another SQL Server instance and select the SQL Server instance to use. a. Click Next. The Server Information screen appears. In the Select Server box, all registered servers appear. A registered server is any server on your system controlled by SQL Server Management tools. b. If the required server does not appear in the Select Server box, click Available. A list of all SQL Servers available on your network appears. The button changes to Registered.

18 12 CHAPTER 1 If you use your own SQL Server instance and run it in the Windows-only authentication mode, you must add any users who access The Raiser s Edge to the SQL Server network and grant them public role access. c. In the Select Server box, select the server in which to create a new database. d. In the Login information frame, select the type of authentication to use. If you have SQL Server Standard/Enterprise Edition configured to work with Windows authentication, select Use Windows authentication. This allows you to log into the SQL Server instance with the same login name and password as your network. To establish a login name and password in SQL Server Standard/Enterprise Edition using SQL Server authentication, select Use SQL Server authentication and enter a login name and password for the server. e. To check the server connection, click Test. If the connection fails, check the login information and verify you selected the correct server. 3. Click Next. The Database Information screen appears. 4. In the Attach field, select the type of Raiser s Edge database to attach: To attach an existing database, select Existing database (MDF file). To attach a backup of a database, select From backup file (BAK or ZIP file). 5. In the Path to existing database field, enter the location of the database to attach. To map to the location, click the ellipsis. 6. In the Name for existing database field, enter a name for the database.

19 U PDATE THE RAISER S EDGE In the Description for existing database field, enter a description of the database to help users identify the data it contains. For example, if the database contains sample data used for in-house training, enter In-house Training Sample Data. 8. To change the default location of your existing database: a. Above the Path to existing database field, click To adjust file location(s). The Database Information screen appears. b. To specify the current location of the database, double-click the file in the grid. c. To return to the Database Information screen, click To return to the previous screen.

20 14 CHAPTER 1 9. Click Next. The selected database is attached, and a confirmation screen appears. 10. Click Finish. You return to the Blackbaud Management Console screen. The attached database appears under the product to which you attached it. You can now open The Raiser s Edge and start to work in the database. Migrate an ASA Database The Raiser s Edge 7.85 includes Microsoft SQL Server Express. If you update from The Raiser s Edge 7.5, you must use the Blackbaud Management Console to migrate your existing ASA databases to Microsoft SQL Server Express before you can start to work with the program. Migrate an ASA Database into SQL Server The Raiser s Edge 7.85 includes the Microsoft SQL Server Express. Before you can start to work in the program, you must migrate your existing ASA database into SQL Server Express.

21 U PDATE THE RAISER S EDGE 15 Migrate an ASA database into SQL Server After you restart your computer, the new Blackbaud Management Console shortcut appears on your desktop. However, if you also use Blackbaud s accounting software, The Financial Edge, or education software, The Education Edge, a new management console shortcut does not appear. All programs use the same management console. 1. On your desktop, double-click the Blackbaud Management Console shortcut. The Getting Started screen appears. The Getting Started screen displays multiple options. The options you receive depend on whether your system satisfies these conditions: You have a valid deploy kit from The Raiser s Edge 7.5. You have an existing Raiser s Edge 7.5 ASA database that is not sample data. You must be able to log into this database from The Raiser s Edge 7.5. This ensures the registry keys exist and the database can be found during the default update. No Microsoft SQL Server database named RE7.mdf exists in any of The Raiser s Edge 7.5 database locations. For all databases that exist in Raiser s Edge 7.5, none are more than 3.7GB in size. Enough free disk space exists where the Raiser s Edge 7.5 or higher database is located in order to convert it. Updating from The Raiser s Edge 7.5 or higher to The Raiser s Edge 7.85 requires two times the disk space of your current database. If you update from The Raiser s Edge 7.5 and, when you installed The Raiser s Edge 7.5, you selected Automatically Start the database when the system starts, the ASA database restarts when you restart your computer at the end of the update procedure. Before you migrate your ASA database into SQL Server, you must shut down the ASA database. If the ASA database runs on your server when you start to migrate your database, an error message appears and you cannot continue. To shut down the service, go to Service Manager. For detailed instructions about how to shut down the ASA database service, see Shut down the Blackbaud Database Service on page 96.

22 16 CHAPTER 1 If you have an existing Microsoft SQL Server database, you can attach the database to the Blackbaud Management Console for use with The Raiser s Edge For information about how to attach a database, see Attach Database Wizard on page 9. If your system satisfies these conditions, you receive three options. Even if you run a full version of SQL Server 2000 Standard or Enterprise, you must use the Blackbaud Management Console to attach databases to The Raiser s Edge. If you do not use the Blackbaud Management Console, you cannot access the databases from The Raiser s Edge. If your system does not satisfy these conditions, you receive two options. 2. Select the type of update to perform. On a Getting Started screen with three options:

23 U PDATE THE RAISER S EDGE 17 To keep the database settings from your previous installation of The Raiser s Edge, select Automatic Database Migration and click Begin. The program migrates your Sybase ASA database for use with Microsoft SQL Server. We recommend this option for most installations of The Raiser s Edge. To use a server other than the SQL Server Express installed with The Raiser s Edge, or to manually migrate the database, click Custom Database Migration and click Begin. The Database Migration Wizard appears. For detailed information about this wizard, go to Update from The Raiser s Edge 7.5 on Workstations on page 74. To connect an existing Raiser s Edge SQL Server database to the Blackbaud Management Console for use in The Raiser s Edge 7.85, select Attach a database and click Begin. The Attach Database Wizard appears. For detailed information about this wizard, go to the Attach Database Wizard on page 9. On a Getting Started screen with two options: To manually migrate an ASA database into SQL Server Express, select Migrate a Database and click Begin. The Database Migration Wizard appears. For detailed instructions about this wizard, go to Migrate an ASA Database on page 14. To connect an existing Raiser s Edge SQL Server database to the management console for use in The Raiser s Edge 7.85, select Attach a Database and click Begin. The Attach Database Wizard appears. For detailed instructions about this wizard, go to Attach Database Wizard on page 9. Migrate Database Wizard Use the Migrate Database Wizard After you restart your computer, the Blackbaud Management Console shortcut appears on your desktop. However, if you use Blackbaud s accounting software, The Financial Edge, or education software, The Education Edge, a new management console shortcut does not appear. All programs use the same management console. 1. On your desktop, double-click the Blackbaud Management Console shortcut.

24 18 CHAPTER 1 The Getting Started Screen appears. 2. Select Migrate a Database and click Begin. The Welcome to the Migrate Database Wizard screen appears.

25 U PDATE THE RAISER S EDGE Click Next. The Select Source Database screen appears. Before you migrate a database, we recommend you run a database validation and check your database for problems. For information about how to validate a database, see the Database Administration Guide. 4. In the Select ASA database to migrate field, enter the location of the ASA database to migrate. To locate the database, click the ellipsis. 5. Click Next. The Select Destination Database screen appears. To use the database server installed with The Raiser s Edge, select Use The Raiser s Edge 7 database server (Recommended) and go to step 6.

26 20 CHAPTER 1 To use a separate installed instance of Microsoft SQL Server, select Select another SQL Server instance and select the SQL Server instance to use. a. Click Next. The SQL Server Information screen appears. In the Select Server box, all registered servers appear. A registered server is any server on your system controlled by SQL Server Management tools. If the required server does not appear in the Select Server box, click Available. A list of all SQL Server instances available on your network appears, and the button changes to Registered.

27 U PDATE THE RAISER S EDGE 21 b. In the Select Server box, select the server in which to migrate your database. c. In the Login information frame, select the type of authentication to use. If you have SQL Server Standard/Enterprise Edition configured to work with Windows authentication, select Use Windows authentication. This allows you to log into the SQL Server instance with the same login name and password as your network. To establish a login name or password in SQL Server Standard/Enterprise Edition with SQL Server authentication, select Use SQL Server authentication and enter a login name and password for the server. d. To check the server connection, click Test. If the connection fails, check the login information and verify you selected the correct server. 6. Click Next. The Database Information screen appears. If you use your own instance of SQL Server and run it in the Windows-only authentication mode, you must add any users who access The Raiser s Edge to the SQL Server network and grant them public role access to the Raiser s Edge database. 7. In the Path for migrated database field, enter a location for the database. To map to the location, click the ellipsis. 8. In the Name for migrated database field, enter a name to identify the database in the Blackbaud Management Console. 9. In the Description for migrated database field, enter a description of the database. This description appears on your workstations database selection screens to help users identify the database.

28 22 CHAPTER Click Migrate. As the database migrates, a processing screen appears. Once the migration is complete, the Completing the Migrate Database Wizard screen appears. 11. Click Finish. You return to the Blackbaud Management Console screen.

29 U PDATE THE RAISER S EDGE 23 Copy ASA Database Files to New Server Although you do not need The Raiser s Edge installed on the new server before you update, you must copy the ASA database files from the old server to the new server if you update from The Raiser s Edge 7.5. Before you move the data, you must shut down the ASA database engine. Copy ASA database files to a new server 1. Using Microsoft Windows Explorer, locate your ASA database files: re_bio.db, re_gift.db, re_index.db, re_temp.db, re7.db, and re7.log. When you copy the ASA database files from the existing ASA server to the new server, the copied files must be in the same directory structure and path. For example, if the files from \apps\fundraising\re7 on server A, use \apps\fundraising\re7 as the ASA source on Server B. 2. Copy all the database files and add them to your new server. To add the database files to the new server, you can use the Edit, Copy and Edit, Paste menu options in Windows Explorer. Once you have the ASA database files copied to the new server, you can install The Raiser s Edge Work with Sample Data Your installation of The Raiser s Edge provides sample data. You can practice with the program before you migrate your database. We recommend you use the sample data as a training tool. It contains examples of the many features available in the program. If you use The Raiser s Edge on a server, all workstations share the sample data, and all users can see all changes. When you update to The Raiser s Edge 7.85 on a workstation, you can no longer access the sample data that previously existed on the workstation.

30 24 CHAPTER 1 Installation Requirements If you currently use The Raiser s Edge, before you update to The Raiser s Edge 7.85, you must have at least The Raiser s Edge 7.5 installed. You cannot update from The Raiser s Edge 7.0, 7.01, 7.02, or Before you update The Raiser s Edge, we strongly recommend you meet these installation requirements. Installation Requirements for a Standalone Machine A standalone machine, or single workstation, is set up for one user, and only one workstation accesses the data. To use a standalone system, perform these requirements. Before you update The Raiser s Edge, make a complete backup of your database in The Raiser s Edge. We strongly recommend you use a proper tape backup system. If you do not have such a system in place, use the Blackbaud Management Console. When you run a backup, make sure all The Raiser s Edge database files are included: RE7.mdf, RE7_bio.mdf, RE7_gift.mdf, RE7_index.mdf, RE7_log.ldf, and RE7_temp.mdf. For detailed instructions, see Back Up Your Network Database on page 4. If you use an MSDE database, you receive a warning during installation. Before you update The Raiser s Edge, back up your database. Once the database is attached to SQL Server Express 2005, it cannot attach to any instance of SQL Server For more information about database migration, see the Quick Tips for Installing The Raiser s Edge Exit all Windows applications. Close any virus scan programs. These programs can sometimes mistakenly interpret the setup/update process of a new program as a contamination of existing files on the disk.

31 U PDATE THE RAISER S EDGE 25 Close the Microsoft Office toolbar, when present. It may interfere with the installation of some files. Due to the integration between The Raiser s Edge and Microsoft Outlook, if your workstation users use Outlook, they must exit and log out of Outlook before you update The Raiser s Edge on their computers. If they fail to exit and log out of Outlook, the update may not install properly. Every workstation that runs The Raiser s Edge must have Microsoft s Internet Explorer 6.0 or higher installed to complete the installation. Visit Microsoft s website at to download the latest version. If you use Microsoft SQL Server 2000 Standard/Enterprise Edition, Service Pack 4 or higher must be installed. If you use Microsoft SQL Server 2005 Standard/Enterprise Edition, Service Pack 1 or higher must be installed. Microsoft patches keep your system current with Microsoft s security recommendations. If the latest Service Pack is not installed, you can visit to download the latest version. Every workstation that runs Microsoft Windows 2000 must have Service Pack 3 or higher installed; workstations that run Microsoft XP must have Service Pack 2 or higher installed. If the required service pack is not installed, visit to download the latest version. If you use The Financial Edge, you must have The Financial Edge 7.2 or higher installed to work with The Raiser s Edge Before you use Dashboard, install Microsoft Office Web Components. For more information, see the Installation Guide. Before you update The Raiser s Edge, you do not have to uninstall previous versions of the program. Before you update The Raiser s Edge, you must have The Raiser s Edge 7.5 or higher installed. Updating from The Raiser s Edge 7.5 or higher to The Raiser s Edge 7.85 requires two times the disk space of your current database. The Raiser s Edge includes Microsoft s SQL Server 2005 Express Edition. This version of SQL Server works for databases smaller than 3.7 GB. If your database exceeds this limit, purchase Microsoft SQL Server Standard/Enterprise Edition. Installation Requirements for a Server A network installation configures the software for multiple users who work on multiple workstations. To use a network system, perform these requirements. Before you update The Raiser s Edge, make a complete backup of your database in The Raiser s Edge. We strongly recommend you use a proper tape backup system. If you do not have such a system in place, use the Blackbaud Management Console. When you run a backup, make sure all The Raiser s Edge database files are included: RE7.mdf, RE7_bio.mdf, RE7_gift.mdf, RE7_index.mdf, RE7_log.ldf, and RE7_temp.mdf. For detailed instructions, see Back Up Your Network Database on page 4. The Raiser s Edge includes Microsoft s SQL Server 2005 Express Edition. This version of SQL Server works for databases smaller than 3.7 GB. If your database exceeds this limit, purchase Microsoft SQL Server Standard/Enterprise Edition.

32 26 CHAPTER 1 If you use an MSDE database, you receive a warning during installation. Before you update The Raiser s Edge, back up your database. Once the database is attached to SQL Server Express 2005, it cannot attach to any instance of SQL Server For more information about database migration, see the Quick Tips for Installing The Raiser s Edge Domain controllers, small business servers, NT 4.0 Server, and peer-to-peer networks are not supported. Make sure clients of The Raiser s Edge are logged out of the system. You need a CD-ROM drive or website download at the server. The update process copies all update files and integrates the settings configured when the Blackbaud Management Console was originally set up to facilitate a deploy package. The deploy package updates a workstation when a user with local administrative rights and rights to the deploy package logs into the workstation. Exit all Windows applications. To complete the installation, every workstation that runs The Raiser s Edge needs Microsoft s Internet Explorer 6.0 or higher installed. Visit Microsoft s website at to download the latest version. If you use Microsoft SQL Server 2000 Standard/Enterprise Edition, Service Pack 4 or higher must be installed. If you use Microsoft SQL Server 2005 Standard/Enterprise Edition, Service Pack 1 or higher must be installed. Microsoft patches keep your system current with Microsoft s security recommendations. If the latest Service Pack is not installed, visit to download the latest version. Every workstation that runs Microsoft Windows 2000 must have Service Pack 3 or higher installed; workstations that run Microsoft XP must have Service Pack 2 or higher installed. If the required service pack is not installed, visit to download the latest version.

33 U PDATE THE RAISER S EDGE 27 Close any virus scan programs on the server and workstations. These programs can sometimes mistakenly interpret the setup/update process of a new program as a contamination of existing files on the disk. Close the Microsoft Office toolbar, if present. It may interfere with the installation of some files. Before you use Dashboard, install Microsoft Office Web Components. For more information, see the Installation Guide. For the deployment package to update The Raiser s Edge on a workstation, a user must have local administrative rights to add software to that computer. Due to the integration between The Raiser s Edge and Microsoft Outlook, if your workstation users use Outlook, they must exit and log out of Outlook before you update The Raiser s Edge on their computers. If they fail to exit and log out of Outlook, the update may not install properly. If you integrate The Raiser s Edge with Blackbaud NetCommunity, your organization must update all instances of The Raiser s Edge, including those on the Blackbaud NetCommunity web server. Running inconsistent versions of The Raiser s Edge may cause errors in Blackbaud NetCommunity. If you use The Financial Edge, you must have The Financial Edge 7.2 or higher installed to work with The Raiser s Edge Before you update The Raiser s Edge, you must have The Raiser s Edge 7.5 or higher installed. Updating from The Raiser s Edge 7.5 or higher to The Raiser s Edge 7.85 requires two times the disk space of your current database. Before you update The Raiser s Edge, you do not have to uninstall previous versions of the program. If you update from The Raiser s Edge 7.5, shut down the database engine. The Raiser s Edge 7.85 (SQL Server) does not support Novell databases. If you convert from Novell, before you update The Raiser s Edge, convert to Windows and install the Blackbaud Management Console on only your server. If you use Read-Only Database Assistance, ensure you can access the most up-to-date user guides and unlock Read-Only Database Assistance from The Raiser s Edge shell. After you complete the upgrade, perform the backups and maintenance items outlined in the Database Administration Guide. For the deployment package to update The Raiser s Edge on a workstation, a user must have local administrative rights to add software to that computer. If you use RE:Anywhere, you must install the latest version of the software along with your update of The Raiser's Edge. You can install the newest version of RE:Anywhere from your update CD, from the update files you downloaded, or from our website at t/downloads/downloads.asp x. Installation Requirements for Oracle To use an Oracle database, perform these requirements. When you update The Raiser s Edge, you can skip builds. You do not have to update builds consecutively. Before you update The Raiser s Edge, create a complete backup of your Raiser s Edge database.

34 28 CHAPTER 1 The update includes a NoDBAForRewin.s ql file. With this file, you can revoke database administration rights from all connections to the database made through The Raiser s Edge. You must run this script file while connected as SysDba. If you currently map Raiser s Edge users to database users, after you update The Raiser s Edge, you must again map your Raiser s Edge users to the database users. Check the Blackbaud website at for any updates. Select Support, Downloads from the menu bar. Make sure clients of The Raiser s Edge are logged out of the system. You need a CD-ROM drive or website download at the server. The update process copies all update files and integrates the settings configured when the Blackbaud Management Console was originally set up to facilitate a deploy package. The deploy package updates a workstation when a user with local administrative rights and rights to the deploy package logs into the workstation. Exit all Windows applications. Close the Microsoft Office toolbar, if present. It may interfere with the installation of some files. Due to the integration between The Raiser s Edge and Microsoft Outlook, if your workstation users use Outlook, they must exit and log out of Outlook before you update The Raiser s Edge on their computers. If they fail to exit and log out of Outlook, the update may not install properly. To complete the installation, every workstation that runs The Raiser s Edge needs Microsoft s Internet Explorer 6.0 or higher installed. Visit Microsoft s website at to download the latest version. Close any virus scan programs on the server and on the workstations. These programs can sometimes mistakenly interpret the setup/update process of a new program as a contamination of existing files on the disk. For the deployment package to update The Raiser s Edge on a workstation, a user must have administrative rights to add software to that computer. After you complete the upgrade, perform the backups and maintenance items outlined in the Oracle Installation and Administrator s Guide. Prerequisites Installation When you update The Raiser s Edge, the update utility verifies you have all the required prerequisites. If you do not have all the prerequisites, your administrator must install the prerequisites before you can successfully update The Raiser s Edge. The prerequisites are in the ISSetupPrerequisites folder included on both the CD-ROM and with the downloadable version of the The Raiser s Edge 7.85 installation program. SQL Server Prerequisites Before you can update The Raiser s Edge for SQL Server, these prerequisites must be installed: Microsoft Windows Installer 3.1 Microsoft Data Access Components (MDAC) 2.8 Microsoft.NET Framework 2.0 Visual Basic for Applications (VBA) components Crystal Report XI runtime components Microsoft XML components/xml parser

35 U PDATE THE RAISER S EDGE 29 Microsoft SQL Server 2005 Express Microsoft SQL Server 2005 Express backward compatibility components Oracle Prerequisites Before you can update The Raiser s Edge for Oracle, these prerequisites must be installed: Microsoft Windows Installer 3.1 Microsoft Data Access Components (MDAC) 2.8 Microsoft.NET Framework 2.0 Visual Basic for Applications (VBA) components Crystal Report XI runtime components Microsoft Office XP components If your organization has many users and experiences performance issues using The Raiser s Edge with SQL Server Express, we recommend you purchase Microsoft SQL Server 2005 Standard, Workgroup or Enterprise Edition..NET Framework 2.0 Customizations and Product Compatibility The Raiser's Edge 7.85 requires the Microsoft.NET Framework 2.0. If not already installed, it is installed during the installation process. Any customizations in The Raiser's Edge compiled using the.net 1.1 Framework may experience issues after you update The Raiser s Edge. This also applies to any Raiser's Edge PIAs referenced in your code. We strongly recommend you test all applications in a development environment before you upgrade in a production environment.

36 30 CHAPTER 1 SQL Server 2005 Requirements Microsoft offers three licensing models for SQL Server 2005 to meet specific customer needs. For web applications, Microsoft recommends a separate Processor license for each processor the SQL Server instance uses. This license includes access for an unlimited number of users or devices to connect to the SQL Server instance from inside or outside the firewall. When licensed under the per processor model, additional Server Licenses or client access licenses (CALs) are not required. To ensure you have the required licensing, review your Microsoft SQL licenses. Visit wtobuy/sqlserverlicensing. mspx for more information about SQL Server licensing requirements. SQL Server 2005 administrators who use Windows Only Authentication must apply the View Server State permission to each Microsoft Windows user or user group that accesses The Raiser's Edge. Grant public role access to The Raiser s Edge databases. Install SQL Server 2005 client tools on the machine that runs the Blackbaud Management Console. Enable Named Pipes and TCP/IP in the SQL Server Configuration Manager. Enable xp_cmdshell in the SQL Server Area Configuration. If you use Microsoft SQL Server 2005 Standard/Workgroup/Enterprise Edition, Service Pack 2 or higher must be installed. This Microsoft patch keeps your system current with Microsoft s security recommendations. If Service Pack 2 or higher is not installed, visit Microsoft s website at to download it. If you use Microsoft SQL Server 2005 Express, Service Pack 2 or higher must be installed. This Microsoft patch keeps your system current with Microsoft s security recommendations. If Service Pack 2 or higher is not installed, visit to download it. For more information about how to prepare Microsoft SQL Server 2005 for use with databases in The Raiser s Edge, see Knowledgebase Solution BB Required NTFS Rights To use The Raiser s Edge on a workstation, users need NTFS rights to these directories, including subdirectories: Directory Deploy folder on server C:\Program Files\Blackbaud\The Raiser s Edge C:\Program Files\Blackbaud\The Raiser s Edge C:\System Temp Folder C:\WINNT\SYSTEM32 Permissions RX FULL FULL FULL RX The directories listed are system defaults only. Your directory locations and names may be different if they were changed from the original default settings. To propagate the permissions to all files and folders within the parent folder, when you add these NTFS folder permissions, click Advanced on the NTFS Properties tab and mark Reset permissions on all child objects and enable propagation of inheritable permissions. For information about how to edit NTFS permissions, see Knowledgebase Solution BB3124. If these rights are insufficient, we recommend you use FileMon to determine where additional rights are required. FileMon is a useful third-party utility that troubleshoots permission issues. For more information about FileMon, see Knowledgebase Solution BB50451.

37 U PDATE THE RAISER S EDGE 31 Install the Update After you review the requirements, recommendations, and instructions in this chapter, you can update The Raiser s Edge. If you have The Raiser s Edge 7.6 or higher installed and want to update on a standalone machine, see Install The Raiser s Edge 7.85 Update on a Standalone Machine on page 31. If you have The Raiser s Edge 7.6 or higher installed and want to update on a server, see Install The Raiser s Edge 7.85 Update on a Server on page 37. If you have The Raiser s Edge for Oracle, see Install The Raiser s Edge 7.85 Update for Oracle on page 42. If you have The Raiser s Edge and use Terminal Services or Citrix, see Install The Raiser s Edge 7.85 Update Using a Terminal or Citrix Server on page 51. To update RE: Anywhere for Remote Access, see Install the RE:Anywhere for Remote Access Update on page 64. If you have The Raiser s Edge 7.5 installed and want to update on a server, see Update from The Raiser s Edge 7.5 on a Server Requirements on page 70. If you have The Raiser s Edge 7.5 installed and want to install the update on a new server, see Update from The Raiser s Edge 7.5 on a New Server Requirements on page 78. If you have The Raiser s Edge 7.5 installed and want to update on a standalone machine, see Update from The Raiser s Edge 7.5 on a Standalone Machine Requirements on page 88. Install The Raiser s Edge 7.85 Update on a Standalone Machine A standalone machine, or single workstation, is set up for one user, and only one workstation accesses the data. To use a standalone system, perform these update instructions. Update The Raiser s Edge on a standalone computer 1. Access the update files. Insert the update CD in your CD-ROM drive. A screen appears and displays the installation options. If you downloaded the update, extract the update files to a directory on your workstation and then double-click the setup.exe file. If the installation options screen fails to appear, you can use Microsoft Windows Explorer to access setup.exe on your CD-ROM drive.

38 32 CHAPTER 1 If you use RE:Anywhere, you must install the latest version of the software along with your update of The Raiser's Edge. You can install the newest version of RE:Anywhere from your update CD or update files downloaded from t/downloads/downloads.asp x. 2. To verify you have the correct version of SQL Server installed, the InstallShield Wizard screen appears. If additional prerequisites must be installed, they are listed below the Blackbaud SQL Server Verification requirement. To verify your server and install the prerequisites, click Install. The prerequisites install before the update continues. To manually install Service Pack 2 or higher for SQL Server 2005, click No. The setup utility installs any remaining prerequisites and cancels the installation. You can download and install the service pack from Microsoft s website. If the SQL Server 2005 verification tool detects that your version does not meet the minimum service pack requirement, a message appears to inform you of this. To automatically install the required service pack, click Yes.

39 U PDATE THE RAISER S EDGE 33 A welcome screen appears and displays the progress of the InstallShield Wizard preparation and verification of your system configuration and installation requirements. 3. If the update utility detects that you do not have Adobe Acrobat Reader installed, a message appears. You must have Adobe Acrobat Reader installed to access The Raiser s Edge documentation. Click OK and visit Adobe s website at to download the latest version of Adobe Acrobat Reader. 4. When the InstallShield Wizard preparations are finished, the Upgrading The Raiser s Edge screen appears.